Financial Solutions Consultant (Enterprise Relationship Consultant) - Opportunity to Obtain Series

Bank Of America
Hunt Valley, MD
Jul 17, 2017
Jul 24, 2017
Full Time
Job Description The Enterprise Relationship Consultants focus on servicing deepening banking and investment relationships with Mass Affluent customers clients with less than k in investable assets ERCs work with customers to service their relationship understand their financial situation and needs and assist with solutions to meet those needs The successful candidate will Deliver exceptional service to clients by answering general account inquiries Deliver on key performance metrics including client satisfaction productivity quality and service standards Research and resolve client requests Understand what is important to a client and provide investment advice and guidance to their overall financial goals Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client s investment needs Establish strong client relationships by exceeding client expectations and following through on commitments Maintain current knowledge of Merrill Edge products policies and services while keeping abreast of financial markets and regulations Grasp complex technical material quickly Communicate effectively Required Skills MUST have these skills to be minimally qualified Series and required if not currently held must be obtained within days Demonstrated passion and interest in financial markets Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy Strong analytical and organizational skills Detail oriented with good follow up skills Strong interpersonal skills Ability to multi task in a dynamic environment Requires basic knowledge of the organization products and or services Excellent verbal and written communication skills Must be technologically savvy and able to quickly learn new systems Ability to adapt and seek solutions for customers in a fast paced environment Must be flexible to work assigned shift within center hours of operation Strong desire for point of call resolution and a focus on client satisfaction Shift st shift United States of America Hours Per Week

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